401(k) · DOL Form 5500 · 2024

Wand Newco 3, Inc. 401(k) Plan

Data updated 2026-08-25

$862M
Total assets Above avg plan size: 35,161
Participants Very large workforce: 98th
Percentile by assets National rank: $24,524
Avg per participant Low balance/head

Official DOL plan name: Caliber Holdings LLC Retirement Savings Plan · Sponsored by Wand Newco 3, Inc. · Texas · Other Services

$862M in assets, 35,161 participants

Wand Newco 3, Inc.'s Caliber Holdings LLC Retirement Savings Plan reported $862M in total assets and 35,161 participants in its 2024 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#7,694 in Other Services (7,719 peers)

Coverage in Texas

Caliber Holdings LLC Retirement Savings Plan covers 35,161 participants in Texas, 51x the typical Texas plan (state average ~688 per filing). Assets: $862M.

#7,694
in Other Services (7,719 peers): +24.0%
assets growth YoY: 8.7×
vs typical plan assets (national mean)

Caliber Holdings LLC Retirement Savings Plan's outsized position by total assets

Caliber Holdings LLC Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$862,294,419 Top 2% higher than 98% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Caliber Holdings LLC Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caliber Holdings LLC Retirement Savings Plan is a mega filing (35,161 participants), the rightmost band on the breakdown.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 832856885 · Wand Newco 3, Inc. PY 2024 · 401(k)

Caliber Holdings LLC Retirement Savings Plan · $862M · 35,161 · 98th

EBSA $862M
PART 35,161
TYPE 98th
NET 401(k)
BOOK near Applied Industrial Technologies, Inc. Retirement Savings Plan
VS-ST ind #7694

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Caliber Holdings LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$695M
Net Assets (End of Year)	$862M
Net Income	$167M
Employer EIN	832856885
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Caliber Holdings LLC Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Caliber Holdings LLC Retirement Savings Plan side-by-side with 3 peers →

Caliber Holdings LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Applied Industrial Technologies, Inc. Retirement Savings Plan in OH ($862M); by covered participants it is Ensign Services, Inc. 401(k) Retirement Savings Plan in CA (35,280 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($862M here).

Applied Industrial Technologies, Inc. Retirement Savings Plan (OH) $862M · 5,000
Bellin Health 401(k) Retirement Plan (WI) $862M · 5,534
Factset Research Systems Inc. Plan (CT) $863M · 2,410
Greif 401(k) Retirement Plan (OH) $863M · 6,890

Similar participant headcount

Nearest other-state filings by covered participants (35,161 participants); asset peers above are excluded.

Ensign Services, Inc. 401(k) Retirement Savings Plan (CA) 35,280 · 119 off
J.B. Hunt Transport Services, Inc. Employee Retirement Plan (AR) 35,023 · 138 off
Pentegra Defined Contribution Plan for Financial Institutions (NY) 35,000 · 161 off
Hyatt Corporation Retirement Savings Plan (IL) 35,391 · 230 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caliber Holdings LLC Retirement Savings Plan assets move in 2024? ▼

Caliber Holdings LLC Retirement Savings Plan grew sharply - up 24.0% during 2024, from $695M to $862M. Reported net income was $167M.

Where does Caliber Holdings LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Caliber Holdings LLC Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Caliber Holdings LLC Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Applied Industrial Technologies, Inc. Retirement Savings Plan in OH ($862M, 5,000 participants).

Which 401(k) plans cover a similar participant headcount to Caliber Holdings LLC Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ensign Services, Inc. 401(k) Retirement Savings Plan in CA (35,280 participants, $374M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832856885.